Fortress Financial LLC

Form 5500

FORTRESS FINANCIAL LLC

800 Asbury Ave, Ocean City, Nj 08226 (609) 399-7600 EIN:20-2333032 Plan Admin:Jeff Shirk

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameFORTRESS FINANCIAL LLC 401(K) PLAN Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$1,776,487 / $2,214,697	2023	FORTRESS FINANCIAL LLC 401(K) PLAN - Plan #001	10 / 10	$1,776,487 / $2,214,697
2022	Plan NameFORTRESS FINANCIAL LLC 401(K) PLAN Plan #001 Participants BOY/EOY10 / 10 Assets BOY/EOY$2,070,648 / $1,776,487	2022	FORTRESS FINANCIAL LLC 401(K) PLAN - Plan #001	10 / 10	$2,070,648 / $1,776,487
2021	Plan NameFORTRESS FINANCIAL LLC 401(K) PLAN Plan #001 Participants BOY/EOY8 / 9 Assets BOY/EOY$1,901,005 / $2,070,648	2021	FORTRESS FINANCIAL LLC 401(K) PLAN - Plan #001	8 / 9	$1,901,005 / $2,070,648
2020	Plan NameFORTRESS FINANCIAL LLC 401(K) PLAN Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$1,521,648 / $1,901,005	2020	FORTRESS FINANCIAL LLC 401(K) PLAN - Plan #001	6 / 7	$1,521,648 / $1,901,005
2019	Plan NameFORTRESS FINANCIAL LLC 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$1,196,071 / $1,521,648	2019	FORTRESS FINANCIAL LLC 401(K) PLAN - Plan #001	6 / 6	$1,196,071 / $1,521,648